Discover and read the best of Twitter Threads about #Sequent
Most recents (12)
How Weekly SuperTrend protected us from huge drawdowns
Complex exit rules lead to confusion and i like supertrend because it is very simple.
Examples -
#Deepaknitrite
#JubilantIngrevia
#Sequent
#Alkylamines
#Balajiamines
#Neulandlab
#Nocil
1. #Deepaknitrite
Complex exit rules lead to confusion and i like supertrend because it is very simple.
Examples -
#Deepaknitrite
#JubilantIngrevia
#Sequent
#Alkylamines
#Balajiamines
#Neulandlab
#Nocil
1. #Deepaknitrite
3.#Sequent
An educational #Thread on 200 DEMA & its imp. in current scenario!
To cut things short 200 DEMA is considered as the decider between who is in dominating i.e bulls or bears. Its equally imp. for #investors & #Traders! Price sustaining below it is considered bad for bulls.
1/n
To cut things short 200 DEMA is considered as the decider between who is in dominating i.e bulls or bears. Its equally imp. for #investors & #Traders! Price sustaining below it is considered bad for bulls.
1/n
Though major indices like #nifty50 , banknifty, small & mid caps index are all trading above 200 DEMA but the major ones are not far from it. A major concern is the darlings of the market having high weightage have started trading below it.
Lets understand more with e.g's.
2/n
Lets understand more with e.g's.
2/n
#HDFC Twins - Combined they have 15% weightage in Nifty & the picture doesn't look rosy.
For the 1st time in this entire bull market rally both have closed below 200 DEMA which was earlier a strong support. Though a LL again would be a confirmation of bears dominating both.
3/n
For the 1st time in this entire bull market rally both have closed below 200 DEMA which was earlier a strong support. Though a LL again would be a confirmation of bears dominating both.
3/n
๐Looking forward to #MuhuratTrading?
๐Check out this thread to see what #Trinkerr Experts chose as their top #DIWALIPICKS! โจ
#StockMarket #stocks
๐Check out this thread to see what #Trinkerr Experts chose as their top #DIWALIPICKS! โจ
#StockMarket #stocks
โจ@MoneyMystery's #DIWALIPICKS for #MuhuratTrading๐
๐#InoxLeisure
๐ซCheckout his complete #Trinkerr portfolio: trin.kr/RwuX
๐#InoxLeisure
๐ซCheckout his complete #Trinkerr portfolio: trin.kr/RwuX
โจ @MarketScientist's #DIWALIPICKS for #MuhuratTrading๐
๐#ACE
๐#Borosil
๐#JBMGroup
๐#GNFC
๐#westlife
๐#AssociatedBreweries
๐ซCheckout his complete #Trinkerr portfolio: trin.kr/pwiC
๐#ACE
๐#Borosil
๐#JBMGroup
๐#GNFC
๐#westlife
๐#AssociatedBreweries
๐ซCheckout his complete #Trinkerr portfolio: trin.kr/pwiC
#Sequent 2021 Annual Report Details ๐๐ถ
@unseenvalue @punitbansal14
Sequent Scientific just published their Annual Report for FY2021. Here are some of the key highlights.
1. 65% of revenue came from regulated markets whereas 35% came from less regulated markets.
@unseenvalue @punitbansal14
Sequent Scientific just published their Annual Report for FY2021. Here are some of the key highlights.
1. 65% of revenue came from regulated markets whereas 35% came from less regulated markets.
Of this, 66% revenue was from formulations and 34% was from API.
2. Figures: โน905Cr from Formulations and โน456Cr from API
The business generated over โน150Cr in cash from operations alone.
CFO/EBITDA for the year stood at 73.27%
2. Figures: โน905Cr from Formulations and โน456Cr from API
The business generated over โน150Cr in cash from operations alone.
CFO/EBITDA for the year stood at 73.27%
3. Revenues for the formulation business were as follows : 46% Europe(3.8% yoy growth), 18% Turkey(37.3% yoy growth), 17% LATAM(78.5% yoy growth), 10% Emerging Markets(31.3% yoy decline), 9% India(98.4% yoy growth)
An analysis of #Sequent - Indiaโs largest Animal Health Company
Like and retweet for more learnings ๐ถ๐
A thread!๐งต
1. Points covered :
2. Promoters and management
3. Company overview
4. Why is it different from human pharma
5. Opportunity size
6. Stability of business
Like and retweet for more learnings ๐ถ๐
A thread!๐งต
1. Points covered :
2. Promoters and management
3. Company overview
4. Why is it different from human pharma
5. Opportunity size
6. Stability of business
7. FMCG like business
8. Barriers to entry
9. Manufacturing facilities
10. Summary of financials
11. Major acquisitions
12. Capex Details
13. Reduced Debt
14. Future Growth prospects
15. Valuation
8. Barriers to entry
9. Manufacturing facilities
10. Summary of financials
11. Major acquisitions
12. Capex Details
13. Reduced Debt
14. Future Growth prospects
15. Valuation
Promoters and management
Carlyle Group - Private equity firm Carlyle Group acquired a majority stake in Sequent in 2020 and are the new promoters of the company. They have a lot of experience investing in the healthcare sector both in India and globally.
Carlyle Group - Private equity firm Carlyle Group acquired a majority stake in Sequent in 2020 and are the new promoters of the company. They have a lot of experience investing in the healthcare sector both in India and globally.
My core portfolio and business tracking thread...
Growth
#laurus
#deepaknitrite
Compounder
#astral
#polycab
Financial
#hdfcbank
#hdfclife
#hdfc
#idfcfirstbank
#sbicard
#bajajfinance
#muthootfinance
FMCG & Consumer/Discretionary
#tataconsumer
#hul
Growth
#laurus
#deepaknitrite
Compounder
#astral
#polycab
Financial
#hdfcbank
#hdfclife
#hdfc
#idfcfirstbank
#sbicard
#bajajfinance
#muthootfinance
FMCG & Consumer/Discretionary
#tataconsumer
#hul
IT Service oriented
#tcs
#hcl
#infy
#happiestminds
IT software & product oriented
#tanla
#intellect
#subex
#tataelxsi
Pharma
#divis
#syngene
#sequent
#neuland
#laurus
#jbchemical
Chemical
#pidilite
#alkylamines
#navinfluorine
Niche
#rajratan
#saregama
#tcs
#hcl
#infy
#happiestminds
IT software & product oriented
#tanla
#intellect
#subex
#tataelxsi
Pharma
#divis
#syngene
#sequent
#neuland
#laurus
#jbchemical
Chemical
#pidilite
#alkylamines
#navinfluorine
Niche
#rajratan
#saregama
Platform
#iex
#cdsl
#irctc
Other good businesses
#aplapollo
#relaxo
#dmart
#titan
#jubiliantfoodworks
#tatamotors
#bkt
#iex
#cdsl
#irctc
Other good businesses
#aplapollo
#relaxo
#dmart
#titan
#jubiliantfoodworks
#tatamotors
#bkt
๐๐ฟWhy I believe this #multibagger #Lauruslabs can be a 4 digit stock from here on
โก๏ธShort //Thread\\
In Q4 FY21:
โ Formulations revenue grew 60.9% YoY to Rs. 430 crore
โ CRAMS business grew 19.0% YoY to Rs. 176 crore.
โ EBITDA margins improved 1059 bps to 33.4%
(cont..)
โก๏ธShort //Thread\\
In Q4 FY21:
โ Formulations revenue grew 60.9% YoY to Rs. 430 crore
โ CRAMS business grew 19.0% YoY to Rs. 176 crore.
โ EBITDA margins improved 1059 bps to 33.4%
(cont..)
~ #Laurus has planned a capex of Rs. 2400 Cr in next 36 months through internal accruals.
~As per mgm guidance it will have a sales of over 7000 cr in FY23.
~With healthy margins & RoCE of 35%+ we can assume Profits upwards of Rs. 1450 Cr which gives a FY23 EPS >Rs. 27
(cont)
~As per mgm guidance it will have a sales of over 7000 cr in FY23.
~With healthy margins & RoCE of 35%+ we can assume Profits upwards of Rs. 1450 Cr which gives a FY23 EPS >Rs. 27
(cont)
Moderating its Growth from 40%+ in the past to a more reasonable 30% in FY24 will take its sales over Rs. 9000+ Cr.
With healthy FCF & 35%+ RoCE (1.3/1.4 times of asset turn x 28%+ EBIDTA) it will generate profits in upwards of Rs. 1950 cr. giving it an FY24 EPS of Rs.36+
(cont)
With healthy FCF & 35%+ RoCE (1.3/1.4 times of asset turn x 28%+ EBIDTA) it will generate profits in upwards of Rs. 1950 cr. giving it an FY24 EPS of Rs.36+
(cont)
#SequentScientific Thread. ๐
ROCE 5Yr-13.6 %; ROE 5Yr-14.7 %; D/E-0.5
NO. 1 Animal health company from India
27 Commercial APIs
US$100MN+R&D investments
Promoter: Carlyle Group - 53%
Cons. Revenue UP 13% YOY
@unseenvalue @arc1471 @drprashantmish6 @MunkThePunk @caniravkaria
ROCE 5Yr-13.6 %; ROE 5Yr-14.7 %; D/E-0.5
NO. 1 Animal health company from India
27 Commercial APIs
US$100MN+R&D investments
Promoter: Carlyle Group - 53%
Cons. Revenue UP 13% YOY
@unseenvalue @arc1471 @drprashantmish6 @MunkThePunk @caniravkaria
#Sequent (2/n)
โน1,272 MN Cashflow from operations in FY20
100+ Countries Presence
Revenue: 66% from the formulations and the rest from APIs
SSLโs consolidated EBITDA margins improved to 14.4% in FY20 (FY19: 12.0%, FY18: 9.8%)
@Jitendra_stock @Investor_Mohit @ThetaVegaCap
โน1,272 MN Cashflow from operations in FY20
100+ Countries Presence
Revenue: 66% from the formulations and the rest from APIs
SSLโs consolidated EBITDA margins improved to 14.4% in FY20 (FY19: 12.0%, FY18: 9.8%)
@Jitendra_stock @Investor_Mohit @ThetaVegaCap
#Sequent (3/n)
Stabilization of operations at its US FDA approved Vizag API facility led to an improvement in SSLโs API sales and EBITDA in FY20
Of the total formulation sales, the regulated markets of Europe contributed 47% in FY20,
5 Global R&D centers ย
@punitbansal14
Stabilization of operations at its US FDA approved Vizag API facility led to an improvement in SSLโs API sales and EBITDA in FY20
Of the total formulation sales, the regulated markets of Europe contributed 47% in FY20,
5 Global R&D centers ย
@punitbansal14
Diclazuril - Golden Opportunity!
#SeQuent receives CEP approval for Diclazuril API.
Diclazuril is used for prevention of Coccidiosis in livestock. Coccidiosis is a parasitic disease of the intestinal tract of animals caused by coccidian protozoa.
#SeQuent receives CEP approval for Diclazuril API.
Diclazuril is used for prevention of Coccidiosis in livestock. Coccidiosis is a parasitic disease of the intestinal tract of animals caused by coccidian protozoa.
The disease spreads from one animal to another by contact with infected feces or ingestion of infected tissue. Diarrhea, which may become bloody in severe cases, is the primary symptom.
Diclazuril is an antiprotozoal drug and is a preferred drug of choice for treating coccidiosis in livestock due to zero-day withdrawal period. It is also used in horses to treat equine protozoal myeloencephalitis caused by Sarcocystis neurona.
Below are few gems in #Indianpharma spaceโฆI own #Lauruslabs #Suvenpharma and #Suvenlife..
#Suvenpharma โ NCE CRAMS โ top end segment in CRAMs
#Suvenlife โ Pure play CNS R&D โ CNS is most difficult but largest market share in pharma
#Lauruslabs โ process Innovation
1/3
#Suvenpharma โ NCE CRAMS โ top end segment in CRAMs
#Suvenlife โ Pure play CNS R&D โ CNS is most difficult but largest market share in pharma
#Lauruslabs โ process Innovation
1/3
One line thesis for top momentum stocks:
#ADANIGREEN - Largest govt contracts
#LAURUSLABS - Superb Q results, CDMO, Sector Tailwinds
#ALKYLAMINE - Duopoly, Proxy to Pharma(60%) and agroChem(40%) boom
#GMMPFAUDLR - Market leader, MNC, Pharma Proxy
(1/n)
#ADANIGREEN - Largest govt contracts
#LAURUSLABS - Superb Q results, CDMO, Sector Tailwinds
#ALKYLAMINE - Duopoly, Proxy to Pharma(60%) and agroChem(40%) boom
#GMMPFAUDLR - Market leader, MNC, Pharma Proxy
(1/n)
#GRANULES - Pharma boom, API, Cos Moving from China to India for APIs.
#DCAL - CDMO business
#BSOFT - Big wins from the likes of Microsoft, Oracle, etc
#DIXON - Marquee clients like Samsung, Philips, Xiaomi, Proxy to electronics consumption theme in India
(2/n)
#DCAL - CDMO business
#BSOFT - Big wins from the likes of Microsoft, Oracle, etc
#DIXON - Marquee clients like Samsung, Philips, Xiaomi, Proxy to electronics consumption theme in India
(2/n)
#TATACOMM - New investments from FIIs, WFH, Few players left, INet growth
#DHANUKA - Agrochem boom, Asset light business, collaboration with innovators
#AFFLE - Digital consumption growth
#INTELLECT - Financial platform, new product financial services-ready public cloud
(3/n)
#DHANUKA - Agrochem boom, Asset light business, collaboration with innovators
#AFFLE - Digital consumption growth
#INTELLECT - Financial platform, new product financial services-ready public cloud
(3/n)
Sequent rejected from resistance.. but we will breakout in the weeks to come.. Hold on and add when it moves up..
Sequent we are heading to 60-61. Reason why one should add on to investments only on upmove.. Any close below 60 be cautious.. #Sequent #trendlines #investing #Weeklychart
